Lead generation and sales are two major part of a business cycle. In Odoo ERP, the user can track a lead from its origin itself and convert it to a sale systematically. Odoo provides a useful feature to generate leads automatically from the incoming E-mail (like an inquiry about a product). Which means when we receive a mail from somebody, it will be converted as a lead in Odoo. In this blog, I will be explaining how to configure this in Odoo enterprise v10.

1. www.cybrosys.com
Generate leads from incoming
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2. INTRODUCTION
 Lead generation and sales are two major part of a business cycle. In Odoo ERP, the user can track
a lead from its origin itself and convert it to a sale systematically. Odoo provides a useful feature to
generate leads automatically from the incoming E-mail (like an inquiry about a product). Which
means when we receive a mail from somebody, it will be converted as a lead in Odoo. In this blog,
I will be explaining how to configure this in odoo enterprise v10.

3.  Step 1: Setup an alias domain
o Go to settings → general settings
 Put an alias domain. And then click apply.

4.  Step 2: Then we to configure the incoming mail server for the E-mail id.
 Go to settings → general settings

5.  Now configure an incoming Email server
(Here is is an example of incoming mail server I created.)

6.  Data fields explanation:
 Server Type: You can choose from POP, IMAP and LOCAL. POP is the mostly used one and is
used for getting emails from the server to a client.
 Server Name: The name for the server. (pop.gmail.com)
 Port: Select the port of the server.
 SSL/TLS: Check this if you want to encrypt the messages.

7.  Username: Put your e-mail id.
 Password: The password of your email
 Step 3: Activate leads in crm

8.  Go to CRM/Sales → configuration → settings
o Then change the lead option to Use leads if you need a qualification step before creating an
opportunity or a customer

9.  Step 4: Setup team alias
 Go to CRM/Sales → configuration → sales team
● Select any sales team.

10. ● Tick the leads option
● Then enter the email address we have already configured in the incoming mail server column.
 Now all emails received in that mail id will change as leads.
 In every 5 minutes, odoo run the scheduler for fetching the mails from the incoming mail server and
It will be converted to lead.
 I believe I have explained the process in detail. Hope you will use it.

11. Refer this link for more:
https://www.cybrosys.com/blog/how-to-generate-leads-from-an-incoming-emails

12. Thank You !
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